CTC Alternative Strategies’s JPMorgan Chase JPM Stock Holding History

CTC Alternative Strategies’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$329K	Buy	+1,120	New	+$340K	0.75%	45
2025 Q4	–	Sell	-2,756	Closed	-$869K	–	71
2025 Q3	$869K	Sell	2,756 -5,198	-65%	-$1.55M	1.4%	18
2025 Q2	$2.31M	Buy	7,954 +5,754	+262%	+$1.47M	2.02%	10
2025 Q1	$540K	Buy	+2,200	New	+$561K	0.66%	45
2024 Q4	–	Sell	-2,681	Closed	-$565K	–	67
2024 Q3	$565K	Sell	2,681 -12,809	-83%	-$2.7M	0.71%	21
2024 Q2	$3.13M	Buy	+15,490	New	+$3.03M	1.33%	7
2015 Q3	$378K	Sell	6,200 -900	-13%	-$58.9K	0.89%	19
2015 Q2	$481K	Buy	7,100 +900	+15%	+$58.8K	0.72%	19
2015 Q1	$376K	Buy	6,200 +900	+17%	+$53.3K	1.01%	17
2014 Q4	$332K	Sell	5,300 -1,900	-26%	-$114K	0.66%	38
2014 Q3	$434K	Buy	7,200 +2,000	+38%	+$117K	0.79%	14
2014 Q2	$300K	Hold	5,200	–	–	0.25%	108
2014 Q1	$316K	Hold	5,200	–	–	0.18%	52
2013 Q4	$304K	Sell	5,200 -1,935	-27%	-$106K	0.23%	68
2013 Q3	$369K	Sell	7,135 -2,265	-24%	-$121K	0.56%	23
2013 Q2	$496K	Buy	+9,400	New	+$478K	0.13%	56

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CTC Alternative Strategies's JPM Position: Q1 2026 in Review

CTC Alternative Strategies opened a new position in JPMorgan Chase (JPM) in Q1 2026: 1,120 shares worth $329K. The stake represents 0.75% of the portfolio and ranks #45 among its holdings. This is a return to the name: CTC Alternative Strategies previously reported a position in JPM as recently as Q3 2025.

CTC Alternative Strategies first reported a position in JPM in Q2 2013 and has held it in 16 quarters since. The position peaked at $3.13M in Q2 2024. 5,058 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

CTC Alternative Strategies held 1,120 shares of JPMorgan Chase worth $329K as of Q1 2026.
JPMorgan Chase was a new CTC Alternative Strategies position in Q1 2026.
JPMorgan Chase made up 0.75% of CTC Alternative Strategies's portfolio in Q1 2026, its #45 holding.
CTC Alternative Strategies first reported a position in JPMorgan Chase in Q2 2013 and has held it in 16 quarters since.
CTC Alternative Strategies's JPMorgan Chase position peaked at $3.13M in Q2 2024.
5,058 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on CTC Alternative Strategies's 13F filing for Q1 2026, filed 21 May 2026.